|
251
|
Successful Portfolios
Clearwater,
Florida
|
$4.4M
|
+$66.8K
|
+3,450
|
+2%
|
|
|
252
|
Vivaldi Capital Management
Chicago,
Illinois
|
$4.37M
|
-$168K
|
-8,664
|
-4%
|
|
|
253
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.35M
|
-$4.01K
|
-207
|
-0.1%
|
|
|
254
|
Parallel Advisors
San Francisco,
California
|
$4.34M
|
+$169K
|
+8,745
|
+4%
|
|
|
255
|
|
$4.33M
|
+$4.12M
|
+212,985
|
New
|
|
|
256
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$4.33M
|
-$262K
|
-13,524
|
-6%
|
|
|
257
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.29M
|
-$500K
|
-25,851
|
-11%
|
|
|
258
|
Matthew Hamilton Rosenberg
|
$4.24M
|
-$43.3K
|
-2,238
|
-1%
|
|
|
259
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$4.21M
|
+$2.79M
|
+144,078
|
+229%
|
|
|
260
|
Private Advisor Group
Morristown,
New Jersey
|
$4.2M
|
+$185K
|
+9,543
|
+5%
|
|
|
261
|
Cypress Point Wealth Management
Dallas,
Texas
|
$4.19M
|
+$690K
|
+35,640
|
+21%
|
|
|
262
|
Cordant Inc
Portland,
Oregon
|
$4.17M
|
-$143K
|
-7,413
|
-3%
|
|
|
263
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.15M
|
+$516K
|
+26,646
|
+15%
|
|
|
264
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$4.14M
|
+$544K
|
+28,131
|
+16%
|
|
|
265
|
Clear Point Advisors
Melville,
New York
|
$4.08M
|
-$25.1K
|
-1,299
|
-0.6%
|
|
|
266
|
Venture Visionary Partners
Sylvania,
Ohio
|
$4.07M
|
-$4.7K
|
-243
|
-0.1%
|
|
|
267
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$4.06M
|
-$452K
|
-23,376
|
-10%
|
|
|
268
|
Silver Oak Advisory Group
Portland,
Oregon
|
$4.05M
|
-$159K
|
-8,235
|
-4%
|
|
|
269
|
Opus Capital Group
Cincinnati,
Ohio
|
$4.01M
|
+$295K
|
+15,267
|
+8%
|
|
|
270
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$4M
|
-$15.7K
|
-813
|
-0.4%
|
|
|
271
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.98M
|
+$61.1K
|
+3,156
|
+2%
|
|
|
272
|
Asset Dedication LLC
San Francisco,
California
|
$3.94M
|
-$183K
|
-9,450
|
-5%
|
|
|
273
|
|
$3.92M
|
-$337K
|
-17,400
|
-8%
|
|
|
274
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.91M
|
-$898K
|
-46,416
|
-19%
|
|
|
275
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$3.9M
|
+$284K
|
+14,652
|
+8%
|
|
